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Atlas Private Wealth Management’s Valero Energy VLO Stock Holding History

Atlas Private Wealth Management’s Portfolio VLO Stock Details VLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-255
Closed -$18K – 364
2021
Q1 		$18K Hold
255
– – 0.01% 268
2020
Q4 		$14K Hold
255
– – 0.01% 288
2020
Q3 		$11K Hold
255
– – 0.01% 305
2020
Q2 		$15K Hold
255
– – 0.01% 301
2020
Q1 		$12K Hold
255
– – 0.01% 297
2019
Q4 		$24K Buy
+255
New +$24.1K 0.02% 274

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlas Private Wealth Management's VLO Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Valero Energy (VLO) in Q2 2021, closing a stake of 255 shares — an estimated $18K sold.

Atlas Private Wealth Management first reported a position in VLO in Q4 2019 and held it in 6 quarters. The position peaked at $24K in Q4 2019. 1,043 funds tracked by Wall St. Rank hold VLO as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Valero Energy position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 255 Valero Energy shares in Q2 2021, an estimated $18K.
  • Atlas Private Wealth Management first reported a position in Valero Energy in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Valero Energy position peaked at $24K in Q4 2019.
  • 1,043 funds tracked by Wall St. Rank held Valero Energy as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.